How to Setup Custom Menu Folders for Users

Administrators can create custom folders using Company-specific Menus or VA Menu Templates.

Note: The user making these changes must have Menu Administrator permission in their VA User Profile.

Option 1: Create Custom Menu Folders and Subfolders

1. Add Programs or Reports

   • In the [Company] menu or My Tasks folder, you can drag and drop programs/forms and reports directly.

   • To delete a folder or its contents, right-click and select Delete.

2. Create Subfolders

   • Right-click the [Company], My Tasks, or Standard module folder.

   • Select New > Subfolder and enter a name.

   • Drag and drop programs/forms or reports into the subfolder.

3. Copy Standard Folders

   • Right-click the folder you want to copy and select Copy Folder.

   • Right-click the destination folder and select Paste Folder.

   • The contents of the original folder will be duplicated in the new folder.

Option 2: Create a Menu Template for Multiple Users

1. Open VA Menu Templates.

2. In Folder Template #, enter N or +.

   • The system defaults to the next available number (starting at 10,000 for custom templates).

3. Enter the Folder Title and Module (use F4 to select from available modules).

   • Associating a module allows users to create subfolders from this template in that module.

4. Check Active to make the template available for users.

Add Menu Items to the Template

1. Go to the Menu Items tab.

2. Select the Item Type: F-Form or R-Report.

3. Enter the Form Name or Report ID (press F4 to search).

   • The system fills in the Title automatically.

4. Enter the Display Sequence in MenuSeq.

5. Save the template.

This approach allows easy creation of custom folders and templates for both individual users and groups.